{
  "markdown": "# PolyAccounts agent kit\n\n**Accounting for companies that work with AI agents.**\n\nEvaluate exact balances and traceable ledger evidence before connecting a company.\nThis repository contains only public connector code and invented demonstration data.\n\n| Connection | What it does | What you need |\n| --- | --- | --- |\n| Synthetic demo | Four read-only tools, two review prompts, an invented company | Node.js 20 or later, or an MCPB-compatible desktop client |\n| Hosted connector | Full company-scoped reads, creation, updates, soft deletion and accounting workflows | Approved synthetic workspace and administrator-issued credential |\n\nPolyAccounts is in early access for supervised evaluation with synthetic data.\nDo not use this release for real customer books or statutory accounting. The demo\ndoes not establish hosted production readiness. The hosted API is not a remote MCP\nURL or OAuth connection. Your client must support stdio MCP or desktop extensions.\n\n## Install the demo\n\nDownload [polyaccounts-demo.mcpb](https://github.com/andrewblount/polyaccounts-agent-kit/releases/download/v1.0.2/polyaccounts-demo.mcpb)\nand open it in an MCPB-compatible client. For Claude Desktop, use Settings,\nExtensions, Advanced settings, Install Extension. Review the extension before installing.\nNo account, database, API key or network connection is needed after installation.\n\nFor a stdio client, use this pinned configuration.\n\n```json\n{\n  \"mcpServers\": {\n    \"polyaccounts-demo\": {\n      \"command\": \"npx\",\n      \"args\": [\n        \"--yes\",\n        \"--package=https://github.com/andrewblount/polyaccounts-agent-kit/releases/download/v1.0.2/polyaccounts-agent-kit-1.0.2.tgz\",\n        \"polyaccounts-demo\"\n      ]\n    }\n  }\n}\n```\n\nWindows clients that cannot launch `npx` directly can install the package once and\nconfigure `node` with the absolute path to `demo.mjs`. Client settings differ.\n\n## Ask a useful question\n\n> What changed in expenses this month? Show the entries.\n\nThe synthetic company is **Juniper Studio**. Its clock is **August 31, 2026**.\n“This month” always means August compared with July, regardless of today's date.\nExpenses rise from **USD 1200.0000** to **USD 1850.0000**, a **USD 650.0000** change.\nSoftware accounts for 500.0000 and fees for 150.0000. Workspace costs do not change.\n\nUse `accounting_context`, `expense_changes` and `ledger_entries`. Each category\nincludes stable evidence IDs. `trial_balance` includes both sides of postings.\nThe fixture uses exact integer arithmetic and returns decimal strings.\n\nRun the working example without a model or external service.\n\n```sh\ngit clone https://github.com/andrewblount/polyaccounts-agent-kit.git\ncd polyaccounts-agent-kit\nnpm run example\nnpm test\n```\n\nThe example starts the real MCP stdio process, retrieves the report and verifies\nall seven expense entries through the connection. It fails if an evidence ID is\nmissing or the expected change does not reconcile. [Inspect the evidence in a browser](https://polyaccounts.com/demo).\n\n## Connect with full accounting access\n\nDownload [polyaccounts-hosted.mcpb](https://github.com/andrewblount/polyaccounts-agent-kit/releases/download/v1.0.2/polyaccounts-hosted.mcpb)\nfor the hosted connector. In an approved workspace, an administrator opens Settings,\nFor AI agents, and issues a company credential. Enter it in the extension's sensitive\nconfiguration field. The client can read and write that company's accounting data.\n\nOr run the included standalone bridge with a protected token file.\n\n```json\n{\n  \"mcpServers\": {\n    \"polyaccounts\": {\n      \"command\": \"node\",\n      \"args\": [\"/absolute/path/polyaccounts-mcp.mjs\"],\n      \"env\": {\n        \"POLYACCOUNTS_TOKEN_FILE\": \"/absolute/path/agent-token\"\n      }\n    }\n  }\n}\n```\n\nKeep credentials out of prompts, logs, screenshots, source control and issue reports.\nUse operating-system file permissions or a secret manager. The hosted bridge talks\nonly to the configured HTTPS API and refuses redirects. Credentials can be revoked.\n\nStart with `accounting_context` and confirm the company. Discover tools and operation\nschemas before acting. Record updates use revisions. Every write uses one stable\nidempotency key and a durable receipt. An uncertain result must be reconciled before\ntrying a different action. Soft deletion preserves history. Approval, period and\npayment controls still apply. Recording a payment does not move bank funds.\n\nThe demo-only `expense_changes` tool is not in the hosted catalog. For hosted expense\nreviews, retrieve both periods and every ledger page, then aggregate exact values.\nDo not sum rounded display amounts or infer business causes without evidence.\n\n- [Full setup and accounting contract](https://polyaccounts.com/agents.md)\n- [Generated hosted tools](https://polyaccounts.com/agent-tools.json)\n- [Supported workflows](https://polyaccounts.com/agent-operations.json)\n- [Expense review workflow](workflows/expense-review.md)\n- [Financial review workflow](workflows/financial-review.md)\n- [Early-access pricing](https://polyaccounts.com/pricing)\n- [Request an integration evaluation](https://polyaccounts.com/integration-partners)\n\n## Privacy Policy\n\nThe demo reads only its bundled fixture, makes no network calls and writes no files.\nThe hosted connector sends requested accounting operations to the company API and\nreturns results to your chosen client. That client or its model provider may process\nthe results under its own terms. Review the [PolyAccounts privacy policy](https://polyaccounts.com/privacy).\nSupport issues must contain only synthetic examples. Report credential or security\nissues privately to support@polyaccounts.com, not in a public GitHub issue.\n\nThe demo stores no accounting inputs or usage data and has no telemetry. Its fixture\nis bundled in the installation. Your MCP client may retain conversations according\nto its own settings. The hosted service retains company records and write receipts\nunder its privacy policy. Contact support@polyaccounts.com with privacy requests.\n\nThis kit is MIT licensed. The license covers this repository, not the hosted service.\nDirectory acceptance and recommendations are not guaranteed.\n",
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